To access
standard reports in the Reports tab click the
specific report (For example, Contact Mailing List from the Accounts
& Contacts Reports) from the Reports folder (for
example, Accounts & Contacts Reports, Potentials reports, and others).
To view the
report
1. Click the Reports tab.
2. In the Reports Home page, click the
required reports group.
3. From the list of reports
that are displayed, click the required report's link.
4. Click the Edit link to modify the
Report Name, Folder details and Description of a report.
5. Click the Customize link next to
the report to customize the report.
6. In the Reports page, you can do the
following:
· Export: Use this option to export
and save the report in Excel, PDF, or CSV format in your local dirive.
· Save As: Use this option to save
the report with a new name. This option is useful when you filter a specific
set of data and save it for future reference.
· Customize: This feature is used to
customize the report with regards to the report types, columns, grouping,
filter criteria in the report, etc.
· Reload: Use this option to update
or refresh the contents of the page.
· Hide Details / Show
Details: Click Hide Details to hide the
details of the report and click Show Details to see the
hidden details of the report.
· Create Chart: This feature enables you
to create charts, (such as Bar diagrams, Pie charts, Line charts, Funnel
charts) based on the selected report details.
7. Do one of the following, and then click Apply
Filter to view reports based on the filter options specified:
· Select Last Created Time or Last
Modified Time from the Column list.
· Select the option from the adjacent list. ( Next FQ, for example).
On selecting this option, the system will automatically display the Start and End date
in the respective boxes.
· Enter the Start Date and the End
Date in mm/dd/yyyy format, or select the date from the
calendar displayed.
Note: